> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Management

> View your team members and invite colleagues to your customer portal

## Team Overview

The Team page shows everyone from your company who has access to your portal. You can view team members, invite colleagues, and see recent activity.

***

## Viewing Team Members

### Team List

The team page displays:

* **Name** - Team member's name
* **Email** - Contact email
* **Role** - Their role (Admin, Member, etc.)
* **Status** - Active, Invited, etc.
* **Last Active** - When they last accessed the portal

### Member Roles

| Role       | Description                                 |
| ---------- | ------------------------------------------- |
| **Admin**  | Can invite team members and manage settings |
| **Member** | Standard access to complete tasks           |
| **Viewer** | Read-only access to progress                |

<Info>
  Roles may vary depending on how your vendor has configured the portal.
</Info>

***

## Inviting Team Members

Share portal access with colleagues who need to participate in onboarding.

### Who Should Have Access?

Consider inviting:

* Project managers
* Technical leads
* Key stakeholders
* Team members who will complete tasks
* Decision makers who need visibility

### Sending Invites

<Steps>
  <Step title="Go to Team Page">
    Navigate to **Team** from the portal navigation.
  </Step>

  <Step title="Click Invite">
    Click the **"Invite Team Member"** button.
  </Step>

  <Step title="Enter Details">
    Provide:

    * Email address
    * Name (optional)
    * Role (if selectable)
  </Step>

  <Step title="Send Invitation">
    Click **"Send Invite"**. They'll receive an email with access instructions.
  </Step>
</Steps>

### What Invitees Receive

Invited team members get:

* Email with portal access link
* Instructions for setting up their account
* Option to set a password (for direct login)

***

## Managing Invitations

### Pending Invitations

View outstanding invitations that haven't been accepted:

* Shows email address
* When invite was sent
* Option to resend or cancel

### Resending Invitations

If someone didn't receive or lost their invite:

<Steps>
  <Step title="Find Pending Invite">
    Locate the invitation in the pending list.
  </Step>

  <Step title="Click Resend">
    Click the **"Resend"** button.
  </Step>

  <Step title="Confirmation">
    A new invitation email is sent immediately.
  </Step>
</Steps>

### Canceling Invitations

To revoke an unused invitation:

<Steps>
  <Step title="Find Pending Invite">
    Locate the invitation in the pending list.
  </Step>

  <Step title="Click Cancel">
    Click the **"Cancel"** or **"Revoke"** button.
  </Step>

  <Step title="Confirm">
    The invitation link will no longer work.
  </Step>
</Steps>

***

## Team Activity

### Recent Activity

Some portals show team activity:

* Who completed which tasks
* When tasks were completed
* Recent logins

### Activity Benefits

Seeing team activity helps:

* Coordinate work across team members
* Identify who is actively participating
* Track progress by contributor

***

## Permission Levels

### What Team Members Can Do

| Action           | Admin | Member | Viewer |
| ---------------- | ----- | ------ | ------ |
| View tasks       | ✅     | ✅      | ✅      |
| Complete tasks   | ✅     | ✅      | ❌      |
| Upload documents | ✅     | ✅      | ❌      |
| Submit forms     | ✅     | ✅      | ❌      |
| Invite members   | ✅     | ❌      | ❌      |
| Manage team      | ✅     | ❌      | ❌      |

<Info>
  Your vendor may have different permission configurations. Contact them for specific details.
</Info>

***

## Best Practices

<CardGroup cols={2}>
  <Card title="Invite Early" icon="clock">
    Add team members at the start so they can follow the entire journey
  </Card>

  <Card title="Right People, Right Tasks" icon="users">
    Invite those who will actually complete tasks, not just observers
  </Card>

  <Card title="Keep It Small" icon="user-check">
    Too many people can cause confusion about who does what
  </Card>

  <Card title="Update When Needed" icon="refresh">
    Remove access when team members change roles or leave
  </Card>
</CardGroup>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Colleague Didn't Receive Invite">
    **Check:**

    * Correct email address was entered
    * Email isn't in spam/junk folder
    * Corporate email filters

    **Try:**

    * Resend the invitation
    * Have them check spam
    * Try a different email address
  </Accordion>

  <Accordion title="Can't Invite Team Members">
    **Check:**

    * You have Admin role
    * Invite feature is enabled for your portal

    **Contact:**

    * Your CSM can add team members directly
  </Accordion>

  <Accordion title="Team Member Can't Access">
    **Check:**

    * Invitation was accepted
    * They're using the correct email
    * No password issues

    **Try:**

    * Password reset
    * Resend invitation
    * Contact CSM
  </Accordion>
</AccordionGroup>

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Portal Settings" icon="gear" href="/customer-portal/settings">
    Manage your account settings
  </Card>

  <Card title="Completing Actions" icon="check-circle" href="/customer-portal/completing-actions">
    Learn how to complete tasks
  </Card>
</CardGroup>